Submit a Form: Android

Available on all tiers:

Essentials
Advanced
Enterprise

Contents

Note: Read about submitting forms on iOS devices here.

About

Completing and submitting mobile forms from a phone or tablet is easy and intuitive. Users can collect rich data like signatures, images, and barcodes, and embed these in forms.

A number of sample forms related to your industry will automatically be available in your Forms screen.

Reconcile

ReconcileClosed The term "reconcile" refers to a send/receive action between the mobile app and the TrueContext server. This synchronizes new form versions, data sources, and dispatches from the Web Portal to the mobile app to ensure that mobile users are working with up-to-date resources. This also synchronizes new form submissions from the mobile app to the Web Portal to ensure that work completed by a mobile user gets properly submitted and sent through data destinations. A reconcile can be manually or automatically initiated and requires network connectivity. (Send/Receive) the TrueContext app to ensure you have the most recent data available. To reconcile on an Android device, tap the action menu and select Send/Receive.

Fill Out a Form

Navigate to the Forms list where all available forms are listed. Tap on the form you want to fill out to open it.

Alternately, if your team is utilizing dispatching, tap Inbox to start a form.

Different types of questions determine ("control types") how information is collected, and what kind of information can be entered. For example:

  • Plain textboxes are displayed as a black line. Tap and enter an answer using the keyboard that appears.

  • Dropdown controls are displayed as a blue rectangle. Tap and select an option from the list.

  • Date/time selectors are displayed as a blue rectangle. Tap and choose a date/time using the scroller.

Additionally, different Question Restrictions affect how you interact with questions.

  • Required questions must be answered before you can go to the next page. They are distinguishable by the asterisks (*) beside them.

  • Read-only questions are prefilled, and you cannot edit the answer. They are distinguishable by their light gray text.

Navigation between pages is by touch and swipe.

  • Swipe left to go to the next page.

  • Swipe right to go to the previous page.

Submit the Form

 Tap the Send button at the top right of the screen to submit the form.

  • Once a form is submitted, no changes can be made to it.

The app will reconcile after you submit the form, and you will be notified when the form reaches the Web Portal.

View Sent Forms

 Enter the Sent list to view submitted forms. Here, you can see the status of a submission, as well as the date and time submitted.

Tap on the form for options.

  • Select a file format in which you want to view your form.

  • The document will open on your device.

The appearance of this document can be customized in the Web Portal.

If enabled, submitters will also receive an email with a PDF of their submitted data. This email will be sent to the email address provided when signing up for TrueContext, and the PDF is exactly the same as what is in the Sent list.

Read more about data destinations.